Many of our clients prefer to leave the administration side of their self-managed super fund to a professional service provider.
IMA Financial Services works together with a separate associated company, called IMA Plus Pty Ltd (ABN 97 607 297 754).
IMA Plus offers a service that is designed for people who want the benefits of a self-managed super fund, without the hassle of managing compliance and complex regulations.
The team of IMA Plus takes care of all aspects of your SMSF, right down to the small details. If you’re a member and a trustee, we can even help you manage your dual-roles effectively.
IMA Plus – SMSF Administration service includes:
- Mail – our office receives and securely stores copies of all your SMSF correspondence.
- Bills – processing authorised payments relating to your SMSF.
- Financial reports & income tax – completed through a registered tax agent.
- Tax Refund and GST Refund – ensure you receive maximum tax refund and 75% of GST as refund.
- Annual audits – prepared by an independent auditor.
- Advice – relating to compliance of trust deeds and other SMSF issues.
- Reporting – statutory member records, annual trustee meeting minutes, investments, member contributions and other tasks relating to compliance.
- Calculating funds – for commencing pensions (if required), including necessary documentation.
- Online Access – allowing you to view your portfolio any time.
- Communication – we deal with queries within 24 hours.
For more information about our all-inclusive administration services, contact IMA Plus on [email firstname.lastname@example.org] or 08 9284 2111.